My Next Phase helps people achieve a meaningful retirement transition with non-financial retirement planning and coaching services.

Membership

Assisted Next Phase Planning

This My Next Phase option includes an in-depth class, consisting of five individual sessions, designed to assist you through the process. All classes are conducted via phone (long distance charges may apply). Led by one of the resident My Next Phase retirement planning experts, this TeleClass covers the following topics:

  1. Introduction and Overview
  2. Understanding Yourself
  3. Balancing Your Life
  4. Exploring Your Options
  5. Redefining Your Role and Next Phase Tools

While the TeleClass covers every aspect of the My Next Phase process, you may also receive unlimited general assistance via email from our Ask an Expert staff, simply by clicking the HELP button on any of your Member pages.

Annual Subscription
Introductory Offer: $249.00 (regularly $299.00)

My Next Phase helps you to retire your way. Using a patent-pending personality-tailored process, we coach members through the key facets of non-financial retirement planning. Ultimately, we help people transition to a meaningful next phase in life.